Kovitz Investment Group Partners’s iShares Core S&P US Value ETF IUSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Sell |
|
|||||
|
2025
Q1 | $3.13M | Sell |
|
|||||
|
2024
Q4 | $3.46M | Buy |
|
|||||
|
2024
Q3 | $1.6M | Buy |
|
|||||
|
2024
Q2 | $1.47M | Sell |
|
|||||
|
2024
Q1 | $1.57M | Sell |
|
|||||
|
2023
Q4 | $4.12M | Buy |
|
|||||
|
2023
Q3 | $603K | Sell |
|
|||||
|
2023
Q2 | $655K | Sell |
|
|||||
|
2023
Q1 | $635K | Sell |
|
|||||
|
2022
Q4 | $866K | Buy |
|
|||||
|
2022
Q3 | $743K | Buy |
|
|||||
|
2022
Q2 | $742K | Sell |
|
|||||
|
2022
Q1 | $857K | Buy |
|
|||||
|
2021
Q4 | $327K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $312K | Sell |
|
|||||
|
2020
Q4 | $327K | Buy |
|
|||||
|
2020
Q3 | $201K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $2.27M | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $590K | Buy |
|